See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,591 | $89,753-19.1% | $107,525-32.5% | $84,808-14.4% |
| Participation rate | 40.6% | 68.1%-27.4pp | 75.1%-34.4pp | 68.3%-27.7pp |
| Annual return | 16.33% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,205 | $3,113-29.2% | $3,754-41.3% | $2,631-16.2% |
| Participant deferral / active EE | $3,969 | $4,056-2.1% | $5,116-22.4% | $4,212-5.8% |
| Admin fee / account holder | $25,178 | $7,222+248.6% | $8,919+182.3% | $7,344+242.8% |